Plan Ledger DOL Form 5500 · updated monthly

A.A. World Services, Inc.403(b)

A.A. WORLD SERVICES, INC. AND A.A. GRAPEVINE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.46%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

A.A. World Services, Inc. reported $32,078 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $4,456 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.49% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (3,956th of 5,648), and 2,282nd of 3,091 in educational services. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,711,282
Participants with balances129
Active participants103
Employer contributions$458,947
Employee contributions$574,643
Employer contribution per active participant$4,456
Average account balance$59,777
Benefits paid to participants$343,169
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.7M · 129 accts · $459K emplr
2023$6.3M · 125 accts · $342K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,078
Total administrative$32,078
Employer contributions to the A.A. World Services, Inc. plan · 2024
Employer contribution per active participant$4,456
Median for plans this size$1,313
2024$4,456 per active participant
2023$3,526 per active participant

A.A. World Services, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA$32,678

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$32,078 · 0.46%
2023$26,774 · 0.49%
Same employer
Similar plansEducational Services · New York
Poughkeepsie Day School NY$7.8M · 0.25%
Flatiron School LLC NY$7.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131679617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.